Raising capital and running the company are the same record kept two ways. CatenaHQ keeps them in one place.
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Most companies assemble their own stack: a cap table in a spreadsheet, a data room in file sharing, a deck tracker, a mailing list for shareholders, board papers in a folder. Each tool does its own part well and none of them talks to the next, so the same company is described five times and the five copies drift apart.
That drift is what due diligence finds. CatenaHQ is built the other way round: one record of the company, and every job in the year is a view of it.
This is general information, not advice. CatenaHQ is software. Nothing on this page is legal, financial, tax or investment advice, and it does not take account of your circumstances. Speak to a lawyer, accountant or other qualified adviser about your own position.
Investor readiness scoring, capital strategy, the deck and the financial model, and a data room with gap analysis that names what is missing while there is still time to fix it. See investor readiness and the data room.
Investor bookbuild, s708 verification, offer documents, document tracking and allotment. Equity crowdfunding campaigns run in the same place, with the offer made by a licensed intermediary. See campaigns.
The allotment lands on the register, certificates and notices go out, and shareholders get a portal, communications, voting and transfers. See the cap table and register and investor relations.
Board meetings, agendas, packs, minutes and resolutions, a compliance calendar, grant discovery and R&D records. See governance and grants.
A raise is won or lost on records that were kept months earlier. A register that reconciles, board minutes that exist, resolutions that were passed properly, shareholders who have been kept informed: these are the things an investor tests, and they are built through the year rather than in the fortnight before a term sheet. They also matter when no round is open, because a company that keeps them badly is harder to run and harder to sell.
There are two data rooms, and the difference is who they are for. An investor room is opened for a raise and holds what investors are given, with tracking on what they opened. A company room holds the company’s own record for the company, its board and its shareholders on request. A document moves from one to the other when you send it, as a version rather than a copy, so there is one history of what was issued and when.
A free plan with no card and no time limit, Raising at $149 a month while you prepare and run the raise, and Managing at $199 a month from the day it closes. Equity crowdfunding is a $49 a month add-on while a campaign runs. The fee is the same whether you raise $200,000 or $5 million, and the same whether you have ten shareholders or six hundred. The current plans are on the pricing page.
The product and pricing points are taken from CatenaHQ’s own pricing page, product tour and module pages, read on 22 October 2026.
The set of tools a company usually runs a raise on: a cap table spreadsheet, a file-sharing data room, a deck tracker, a mailing list for shareholders, and a folder of board papers. CatenaHQ keeps those jobs on one record of the company.
Two. An investor room is opened for a raise and holds what investors are given. A company room holds the day-to-day record for the company, its board and its shareholders on request. Documents move between them when you send them, with version control.
No. Not every company raises every year, and the register, the board records, the compliance calendar, grants and R&D run whether or not a round is open. The Managing plan is for companies that are not raising.
A free plan with no card and no time limit, Raising at $149 a month while you prepare and run a raise, and Managing at $199 a month from the day the raise closes. Equity crowdfunding is a $49 a month add-on. One fixed fee at each stage, not a scale that moves with how much you raise or how many shareholders you have.
It does not source, match or introduce investors, it is not a broker, it holds no client money and it gives no financial product advice. It does not lodge with ASIC or the ATO, and it does not generate legal documents, though templates are provided.
The same record, described for the job you are doing now.
Run every client’s raise, register and governance from one dashboard. Partners use CatenaHQ free.
The rules, the costs, and the register you are left with when the offer closes.
Build the claim through the year, with the deadline in the same calendar as everything else.
Twelve reference guides written from the Act and the regulations, with the section numbers shown.